Customer relationship management (CRM) provides a thorough view of every client interaction, including transactions and support calls, and goes beyond contact monitoring. You may choose the best one for your company with the aid of our top, tried-and-true choices.
Although a small firm may profit from a simple contact-tracking program, there are several advantages to using a fully functional customer relationship management (CRM) system. With a CRM, a company may monitor, evaluate, and audit every stage of a customer relationship, including initial purchases, support calls, and even notes from sales calls made by regional sales reps. Check out our carefully chosen recommendations to locate the ideal solution for your organization if your firm need all the features of a robust CRM.
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Salesforce Sales Cloud Lightning Professional
Why It Was Selected
Because Salesforce essentially wrote the book on CRM, it has maintained its dominance even as newer, quicker competitors have emerged to compete with it. I doubt there is any CRM function you could ask for that Salesforce can't provide. Moreover, because of its tiered price structure, even small organizations may afford its entry-level Salesforce Essentials solution.
Who It Is For
With Salesforce, you simply can't go wrong unless it offers far more features than you could possibly require. One of the few products we examined that can actually grow up to meet the demands of the biggest businesses is Salesforce. If your goals aren't quite so high, though, you might want to look into some alternative possibilities that could help you get started more quickly and more affordably.
Zoho CRM
Why It Was Selected
Of the many SaaS business applications that Zoho provides, its CRM solution stands out. Even the titan Salesforce is outmatched by its feature set. The most recent additions to it are Canvas, a drag-and-drop interface editor, and Zia, an AI-powered analytics engine for identifying sales patterns and anomalies. The fact that Zoho CRM is affordable for smaller teams helps.
Who It Is For
There are several benefits to using Zoho CRM for every organization. It's essentially a no-brainer if you currently use other products from the Zoho range. Only Salesforce will provide you with more functionality and a better user interface. Instead, you might think about Bigin by Zoho, the company's lightweight CRM created especially for small enterprises, if you like the concept of the Zoho suite but are intimidated by Zoho CRM's feature set.
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HubSpot CRM
Why It Was Selected
A hybrid tool, HubSpot integrates marketing, help desk, and CRM features. Even while its CRM feature set isn't nearly as robust, that combination may make it more enticing to some firms than other, independent services. It also excels at swiftly forming teams and getting them up and running, usually in a few of weeks.
Who It Is For
HubSpot could be a fantastic option if you're starting from scratch with CRM and would want marketing and customer support capabilities to go along with it. Because of its integrated methodology, your teams won't have to move between several technologies. Just make sure you have enough money because HubSpot is expensive.
Freshsales CRM
Why It Was Selected
The majority of small to medium enterprises may benefit from Freshsales, a reliable entry-level CRM. While it doesn't have as many capabilities as other CRMs, it has recently done a fantastic job of developing connectors with other company software, including calendars, email marketing software, and tools like DocuSign.
Who It Is For
If you want a CRM that works well but won't overwhelm your sales staff with capabilities (especially if you already use some of the programs on Freshsales' list of connectors), have a look at Freshsales. Your staff will appreciate you for helping them start completing business because of its simple strategy.
Zendesk Sell
Why It Was Selected
Help desk software is where Zendesk started, but it eventually expanded into CRM. Because of this, it is closely connected with Zendesk for Service, and more so than some other CRMs we examined, its features lean more toward help desks. Nonetheless, it has enough features to be used by any firm as a general-purpose CRM.
Who It Is For
If you already use Zendesk, this CRM is definitely right for you. If a help desk is your main use case, it's also worth a look. On the other hand, you should generally go elsewhere if you want marketing automation services above customer care assistance.
Less Annoying CRM
Why It Was Selected
Although this entry takes pleasure in not bothering customers—at least not as much as the competition—its pricing, which is among the lowest of all the goods we examined, may be its most noteworthy characteristic. Despite the fact that often "less costly" means "poor value," Less Annoying The vast feature set of CRM ought to convince most small firms that it is worthwhile of their consideration.
Who It Is For
Consider this if you're unclear about the financial commitment you can make to CRM. With a very low cost, you can get all of the business process and contact management tools you would normally expect from a larger CRM provider. Hopefully, you won't find its user-friendly interface to be annoying.
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Creatio CRM
Why It Was Selected
Sales Creatio has gone by several different names over the years, but it is still a top CRM option. It excels in meeting the demands of larger sales organizations, which are its area of specialization. Moreover, Creatio provides solutions for marketing automation, help desks, and business process management (BPM), allowing users to handle many corporate goals in a coordinated manner.
Who It Is For
No of the size of the salesforce, Creatio can scale to suit their demands. Yet, because of its intricacy, it could be challenging for smaller firms with less demanding requirements. Yet if you're ready to take the risk and have special requirements, Creatio's low-code development tools provide virtually infinite customizability.
SugarCRM Sugar Sell
Why It Was Selected
One of the first competitors in the CRM space, SugarCRM is remarkable for starting off as an open-source initiative. It is the most developer-oriented CRM we have evaluated so far because of the latter factor. It is possible to alter each module, portal, and report. It implies that you can maximize every value from your CRM with a little work.
Who It Is For
SugarCRM can show you how to obtain what you want out of your CRM if you know exactly what it is that you want. Complexity is the compromise. Big enterprises may find themselves in need of support if they want to heavily customize the system. Smaller businesses may find the abundance of SugarCRM choices confusing if they just want to get up and go. In such situation, go for a product that is more SMB-friendly.
Apptivo CRM
Why It Was Selected
Apptivo CRM is a platform that strives to be a one-stop shop for all your company's software requirements. It is reasonably priced and extremely adaptable. It contains capabilities for activities like accounting, invoicing, and project management in addition to crucial CRM features. It is simple to use and has compatibility for both iOS and Android mobile devices.
Who It Is For
Businesses who want to manage all area of their operations from a single app will value what Apptivo has to offer. As there aren't many third-party connectors, you might have to manually import your data if you've previously used other accounting or project management software.
Insightly CRM
Why It Was Selected
With Insightly, you get a lot of CRM value for your money. Although not having as many features as other of the systems we tried, it is one of the easiest to use. The method of importing data is simple. The AI-powered internal reporting engine of Insightly offers a one-button data export to Microsoft Power BI.
Who It Is For
Even if teams have little to no prior CRM experience, they won't dread using Insightly. Even if its user interface (UI) isn't especially visually appealing, chores are nonetheless made simple by it. Be careful that Insightly only offers email marketing and help desk features as separate, add-on solutions if you want such features.
